Our Mission : Maximizing success: Top Rates, Top Tech, Top Support Carepoint
Broker Support
Our CRM offers dedicated tools for efficient broker support, including instant messaging, ticketing systems, and knowledge bases, ensuring quick responses and resolutions to inquiries and issues.
Contracting
Simplify and expedite the contracting process with our CRM's intuitive interface and automated workflows. From initial document submission to final approval, our system guides users through each step, reducing errors and delays.
Enrollments
Manage enrollments effortlessly with our CRM's user-friendly enrollment management module. Easily track the progress of applications, communicate with applicants, and ensure timely completion of the enrollment process.
Commission
Track commissions seamlessly with our CRM's robust commission management module, providing visibility into commission structures, calculations, and payouts for enhanced transparency and accountability.
Daily Reporting
Keep stakeholders informed with real-time, customizable daily reporting dashboards. Our CRM aggregates data from various sources, providing actionable insights into key metrics, trends, and performance indicators, empowering informed decision-making and strategic planning.
Ready to Boost Your Agency's Success? Contact Us to Get Started!
Frequently
Asked
Questions
Yes, as an agency director, you have access to comprehensive sales data and performance metrics for your entire agency.
Navigate to the relevant section within the portal to request new contracts and appointments for your agents. The process is straightforward and intuitive.
Absolutely, you can easily track commissions, overrides, and administrative fees earned by your agency within the portal.
If you encounter any issues with contracts or commissions, simply utilize the "Get Support" option to create a support case. Our team will assist you in resolving the issue promptly.
Frequently
Asked
Questions
Once logged in, navigate to the dashboard section where you can view your sales performance and personal details.
Absolutely! Simply select the "Get Support" option and create a support case detailing your concern. Our team will assist you promptly.
Yes, within your portal, you can monitor the progress of your appointments and contracts in real-time.
You can seamlessly access the enrollment platform through the pre-portal with Single Sign-On (SSO) functionality. Log in using your credentials to start quoting and enrolling.
